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NorthWestern Energy

329 hedge funds and large institutions have $3.37B invested in NorthWestern Energy in 2025 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 130 increasing their positions, 116 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

12% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 116

9% more capital invested

Capital invested by funds: $3.11B → $3.37B (+$265M)

6% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 52

2% less funds holding

Funds holding: 335329 (-6)

4.79% less ownership

Funds ownership: 98.54%93.75% (-4.8%)

Holders
329
Holders Change
-6
Holders Change %
-1.79%
% of All Funds
4.32%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
49
Increased
130
Reduced
116
Closed
52
Calls
$469K
Puts
Net Calls
+$469K
Net Calls Change
-$619K
Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
76
Federated Hermes
Pennsylvania
$4.29M -$166 -3 -0%
Verition Fund Management
77
Verition Fund Management
Connecticut
$4.19M +$1.4M +25,363 +55%
Connor, Clark & Lunn Investment Management (CC&L)
78
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.15M -$3.19M -57,750 -45%
Millennium Management
79
Millennium Management
New York
$4.1M +$455K +8,244 +13%
Wells Fargo
80
Wells Fargo
California
$3.98M +$184K +3,335 +5%
Commonwealth Equity Services
81
Commonwealth Equity Services
Massachusetts
$3.78M +$276K +4,994 +8%
Comerica Bank
82
Comerica Bank
Texas
$3.67M +$150K +2,722 +5%
DDPIC
83
Deroy & Devereaux Private Investment Counsel
Michigan
$3.64M -$51.1K -925 -1%
California State Teachers Retirement System (CalSTRS)
84
California State Teachers Retirement System (CalSTRS)
California
$3.57M +$166 +3 +0%
Grantham, Mayo, Van Otterloo & Co (GMO)
85
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.44M +$3.24M +58,698 New
IC
86
IEQ Capital
California
$3.36M +$2.44M +44,264 +337%
T. Rowe Price Associates
87
T. Rowe Price Associates
Maryland
$3.34M -$4.21M -76,247 -57%
MSRPS
88
Maryland State Retirement & Pension System
Maryland
$3.34M +$88K +1,595 +3%
Envestnet Asset Management
89
Envestnet Asset Management
Illinois
$3.3M +$53.4K +967 +2%
SEI Investments
90
SEI Investments
Pennsylvania
$3.3M +$101K +1,837 +3%
MC
91
Mathes Company
New York
$3.25M +$15.2K +275 +0.5%
Manulife (Manufacturers Life Insurance)
92
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.18M -$655K -11,868 -18%
Citadel Advisors
93
Citadel Advisors
Florida
$3.08M -$2.13M -38,627 -42%
NSIM
94
North Star Investment Management
Illinois
$2.96M +$45K +816 +2%
MAM
95
Martingale Asset Management
Massachusetts
$2.94M +$19.3K +350 +0.7%
MAM
96
Magellan Asset Management
Australia
$2.94M +$126K +2,289 +5%
Nisa Investment Advisors
97
Nisa Investment Advisors
Missouri
$2.72M -$318K -5,762 -11%
WAM
98
Weiss Asset Management
Massachusetts
$2.65M +$2.49M +45,137 New
Voloridge Investment Management
99
Voloridge Investment Management
Florida
$2.52M -$2.85M -51,649 -55%
LSC
100
Lesa Sroufe & Co
Washington
$2.33M +$4.14K +75 +0.2%

NWE Hedge Fund Activity: Q3 2025 in Review

329 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in NorthWestern Energy (NWE) for Q3 2025, worth a combined $3.37B — up 8.5% from $3.11B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of NWE and 49 opened new positions — a net loss of 3 holders — while 116 trimmed existing stakes and 130 added.

The largest buyer was Royal Bank of Canada, adding an estimated $32.9M. The largest seller was UBS Group, cutting an estimated $55.4M.

  • 329 institutional investors held NorthWestern Energy (NWE) as of Q3 2025, down from 335 in Q2 2025.
  • Funds reported $3.37B of NorthWestern Energy stock for Q3 2025, up 8.5% quarter-over-quarter.
  • 49 funds opened new NorthWestern Energy positions in Q3 2025 and 52 closed out, a net change of -3 holders.
  • The largest NorthWestern Energy buyer in Q3 2025 was Royal Bank of Canada, an estimated $32.9M added.
  • The largest NorthWestern Energy seller in Q3 2025 was UBS Group, an estimated $55.4M sold.

Based on aggregated 13F filings for Q3 2025.